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Jun 26, 20223 min read
What the ASISA Retirement Savings Cost (RSC) Disclosure Standard means for employers and trustees
The ASISA Retirement Savings Cost (RSC) Disclosure Standard came into effect on 1 March 2019. From 1 September 2019, ASISA members who...
Jun 26, 20223 min read
Alexander Forbes pushes for more emerging asset managers in South Africa
Alexander Forbes Investments aims to play a catalyst role in supporting the further growth of emerging asset managers. According to our...
Jun 26, 20224 min read
Coming to terms with the new regulation
The past two decades have seen a large migration of stand-alone employer retirement funds into umbrella funds. According to the Financial...
Jun 26, 20222 min read
Don’t sabotage your retirement savings – It’s easier than you think
Five years ago, we wrote an article about the Effects of early withdrawals on retirement saving. Despite many financial advisors...
Jun 26, 20222 min read
Old Mutual Corporate kicks off first EB Bootcamp
In today’s dynamic and fast-changing world, the best way to succeed is to constantly stay ahead of the changes. Clement Chinaka, MD of...
Jun 26, 20223 min read
How often should employers review their umbrella fund provider?
The 2019 Sanlam Benchmark Survey found that one-third of employers using umbrella funds have never reviewed their provider, while less...
Jun 26, 20224 min read
Lack of governance destroyed close to R800 billion in value for retirement fund members
Creating a Safe and Sustainable Environment for Retirement Socially responsible investing is a topic that still does not get the...
Jun 26, 20222 min read
Drawdowns, drawbacks and disruption
Retirement income planning demands resilience of advisers who have an arsenal of tools and products to draw from We cannot deliver the...